- Morgan Stanley (Tempe, AZ)
- …daily business activities, the Client Relationship Specialist is required to have active Series 7 and 66 (or 63 and 65) Licenses. *_Role Responsibilities_* ... . College degree preferred . 3 or more years of industry experience preferred . Active Series 7 , 63 and 65 (or Series 7 and 66) required . Additional… more
- Bank of America (Dallas, TX)
- …to become fully licensed and achieve the appropriate designations required for the position. If Series 7 and 66 (or 63 & 65) licenses and approved designation ... Building + Administrative Services + Process Simplification **Required Qualifications:** + Series 7 , 63/65 or 66 or equivalent; must obtain all state… more
- Morgan Stanley (Menlo Park, CA)
- …with Financial Advisors *EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:* *Education and/or Experience* * Active Series 7 (GS), and Series 66 (AG/RA) or ... Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred * High School Diploma/Equivalency * College degree preferred… more
- Morgan Stanley (Ithaca, NY)
- …Diploma/Equivalency * College degree preferred * Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 ... (AG) and Series 65 (RA) *Knowledge/Skills* * Strong computer skills and knowledge of Microsoft Office products * Exceptional writing, interpersonal and client service skills * Detail orientated with superior organizational skills and ability to prioritize… more
- Morgan Stanley (Boston, MA)
- …Financial Advisors *EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:* _*Education and/or Experience* _ * Active Series 7 (GS), and Series 66 (AG/RA) or ... Series 63 (AG) and Series 65 (RA) * Two or more years of industry experience preferred * High School Diploma/Equivalency * College degree preferred… more
- Morgan Stanley (Boston, MA)
- …Diploma/Equivalency * College degree preferred * Industry experience is a plus * Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 ... (AG) and Series 65 (RA) _*Knowledge/Skills*_ * Strong computer skills and knowledge of Microsoft Office products * Exceptional writing, interpersonal and client service skills * Detail orientated with superior organizational skills and ability to… more
- Wells Fargo (Minneapolis, MN)
- …education + US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 examinations (or FINRA recognized equivalents) ... + Strong attention to detail and accuracy skills + FINRA registration including Series 66 (or FINRA recognized equivalents) + FINRA registration including Series … more
- Morgan Stanley (Charlotte, NC)
- …to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series ... 63 (AG) and Series 65 (RA) * Additional product licenses may be required _*Knowledge/Skills*_ * Enjoys working with people and problem solving * Knowledge of financial industry and investment products preferred * Able to measure performance of clients'… more
- Morgan Stanley (Fort Lauderdale, FL)
- …to the position required * Four-year college degree or professional certification preferred * Active Series 7 (GS), and Series 66 (AG/RA) or Series ... 63 (AG) and Series 65 (RA) * Additional product licenses may be required *Knowledge/Skills* * Enjoys working with people and problem solving * Effective written and verbal communication skills * Knowledge of financial industry and investment products… more
- KPMG (Portland, OR)
- …+ Proficiency with financial research tools + SIE (Securities Industry Essentials Exam, if applicable), FINRA Series 7 or Series 82, and Series 63 and ... Series 79 licensed (Please note that any candidate hired by KPMG into this position that doesn't currently possess one of the aforementioned credentials will be required to secure one within 90 days from the commencement of employment) + Ability to travel,… more